• Maintain and enhance treasury policies and procedures, ensuring accuracy and compliance. • Provide training and operational support to treasury team members and store-level partners. • Proactively review and manage banking filters, user access, signer changes, and account controls. • Evaluate and analyze company banking needs, including administration of electronic banking access, authorized signer changes, and periodic reviews of account structures to optimize fees and efficiencies. • Complete bank reconciliations for multiple accounts, analyzing large or unusual reconciling items. • Perform month-end close activities, including fluctuation analysis of cash-related general ledger accounts, interest, and related journal entries. • Collaborate with Corporate Accounting and Finance teams to support a timely and accurate month-end close. • Lead audit reporting and monitoring efforts, including maintaining audit schedules and managing feedback loops. • Own all Treasury-related SOX compliance reviews. • Support the development of treasury operational reporting and disclosures (e.g., number of accounts, wires/ACH activity, signer changes, payments, contract dates). • Serve as a key contributor for strategic account structure requests and specialized treasury scenarios. • Lead initiatives and projects focused on improving department efficiency, cost savings, and company profitability. • Promote continuous improvement by identifying opportunities to streamline processes and implement best practices. • Participate in and support cross-training within the treasury department. • Perform other duties and special projects as assigned.

• Execute the Rehash, Cancel-Save, and Virtual Sales lead generation campaigns • Contact Sat, Not Sold (SNS) leads, offering strategic pricing adjustments • Contact canceled sales, offering strategic pricing adjustments to win back customers • Utilize outreach strategies using all available Five9 tools to maximize consumer engagement • Renegotiate cancelled sales and identify price points that convert • Set qualified virtual leads for the virtual sales team • Expertly manage lead curation and reporting in Lead Perfection • Serve as a feedback liaison to the Direct Sales Management team • Contribute to playbook development, dashboard reporting, and long-term campaign optimization

• Author high quality, consumable, actionable, “must-have insight” content based on research best practices and methodologies • Deliver high-quality actionable advice to an executive client audience through a variety of media, particularly regular virtual digital engagement • Lead research projects requiring the coordination of colleagues and resources (including global primary and secondary research support teams) • Meet with clients and prospects regularly to provide actionable advice aligned to their designated content area via virtual or face-to-face interactions • Create and deliver presentation materials for Gartner events, industry and professional association conferences, and client briefings • Actively participate in innovation, ideation, and research discussions and collaborate effectively with peers in our research community • Deliver outstanding commercial team support to retain and grow the Gartner business • Build credibility as a domain or industry expert to represent Gartner research, methodology and strategy

• Preparation of test reports / expert opinions / statements • Food law advisory services to customers (by phone and email) • Preparation of testing scopes